Salesforce

Salesforce started as a CRM and now has marketing and customer service solutions. The integration of Salesforce data for your Data Warehouse or Data Lake created by Kondado allows you to have access to all components of the platform, even the custom fields and objects in your analytical cloud.

Adding the data source

To automate Salesforce Sales Cloud and Service Cloud ETL with Kondado, follow the steps below:

1) Log in to your Salesforce account and in the upper right panel, click on your company logo and then on “Settings";

2) On the settings page, look for “Reset my security key” and on the reset page, click on “Reset my security key”;

3) You will receive your new token by email. Copy it as it will be used later to add the data source on the Kondado platform;

4) On the Kondado platform, go to the add new sources page and select the Salesforce data source;

5) Name your data source, fill in the e-mail and password of the user used to generate the token and, in “Security Token” use the token generated in step (3);

Now you can save the data source and start replicating your Salesforce Service Cloud or Sales Cloud objects into your Data Warehouse or Data Lake!

Pipelines

Relationship chart

Object

1. With our integration, you can replicate standard and custom objects

1.1 Only objects that the user who created the data source has access to will be available, as well as objects that exist in the organization

1.2 Returned records can be filtered according to the access of the user who created the data source

2. You can create an incremental integration using, for example, the LastModifiedDate column, however deleted records will not be synchronized

The created table will have a format similar to the one below:

FieldType 
idtext 
col_xtext 
col_ytext 
col_ztext